I have always had a passion for helping others, and I have known this since I was 19 years old when I started coaching high school volleyball. The idea of partnering with a team to work toward a common goal has always given me so much enjoyment, purpose and satisfaction. I have brought this energy and enthusiasm to working to help individuals and families committed to their retirements overcome complexity, live comfortably and create a meaningful legacy with actionable and trustworthy strategies.
Prior to Edward Jones, I worked as a software developer for 11 years. Throughout my tenure as a developer, I learned the value of being detail-oriented, which I have brought to my role as a financial advisor. I always knew that I wanted to work in a business where building relationships and helping others achieve their goals was the focus.
My years of coaching volleyball at Mount Notre Dame High School taught me so much about how to be successful. I have learned the value of setting future goals and developing a process built to achieve those goals. Most importantly, I believe that the future potential success of any individual, team or family is most often achieved when working closely as a team.
On a personal note, my family and I have lived in Mason for eight years, which is where my wife, Blair, has resided for most of her life. We have three children, Rylan, Rowan and Ripley. Unfortunately, we lost our daughter, Rowan, at birth in 2015, which put a lot of things in perspective. We learned that we are surrounded by an incredible community, which is why I love partnering with my clients in the nearby communities.
If you are interested in starting a financial strategy or reviewing your current one, let's start the conversation by giving me a call at (859) 320-0302 or emailing me at [email protected].
- Retirement Savings Strategies
- Portfolio Reviews
- Wealth Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
- New Investors
My Personal Interests
- Spending Time with Family
- Coaching Sports
Phone NumberJoseph W Burke at (859) 320-0302
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